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Paul Crosbie

Wealthmap Planning

San Luis Obispo, CA

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Current Employers
Wealthmap Planning

San Luis Obispo, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-23
  • CA RA
    APPROVED
    Since 2026-01-23

Branch Locations

San Luis Obispo, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthmap Planning, Professional Corporation San Luis Obispo CA 08/2025 Present
Harris Farms, Inc. Coalinga CA 01/2025 04/2026
Harris Farms, Inc. Coalinga CA 01/2024 12/2024
Harris Farms, Inc. Coalinga CA 02/2020 12/2023
Mindbody, Inc. San Luis Obispo CA 08/2019 02/2020
Harris Farms, Inc. Coalinga CA 01/2018 08/2019
Harris Farms, Inc. Coalinga CA 10/2014 12/2017
Harris Farms, Inc. Coalinga CA 04/2026 Present
  • 08/2025 → Present
    Wealthmap Planning, Professional Corporation
    San Luis Obispo, CA
  • 01/2025 → 04/2026
    Harris Farms, Inc.
    Coalinga, CA
  • 01/2024 → 12/2024
    Harris Farms, Inc.
    Coalinga, CA
  • 02/2020 → 12/2023
    Harris Farms, Inc.
    Coalinga, CA
  • 08/2019 → 02/2020
    Mindbody, Inc.
    San Luis Obispo, CA
  • 01/2018 → 08/2019
    Harris Farms, Inc.
    Coalinga, CA
  • 10/2014 → 12/2017
    Harris Farms, Inc.
    Coalinga, CA
  • 04/2026 → Present
    Harris Farms, Inc.
    Coalinga, CA
Other Businesses

Paul Crosbie is currently employed as Director of Tax & Special Projects at Harris Farms, Inc. Harris Farms, Inc. is not an investment related business. The nature of this business is farming and hospitality. Harris Farms, Inc is located at 23300 W. Oakland Ave, Coalinga, CA 93210. This activity accounts for approximately 50% of Paul Crosbie's time, or 100 hours per month. This includes 5 hours per day, 3 days per week during trading hours. Paul Crosbie has had a relationship with Harris Farms, Inc. since October 2014. The role of Director of Tax & Strategy involves overseeing tax for the corporation. Clients of WMP are not involved in, nor are they solicited to participate in this outside business activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-16
  • S65 Uniform Investment Adviser Law Examination
    2013-11-16
Designations

View on SEC IAPD

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